arcserveudpclouddirect v6.2 udp cloud...contents chapter1:understandingudpclouddirectdataprotection...

Disaster Recovery (MSP) User Guide

Arcserve UDP Cloud Direct

v6.2.2

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Contents

Chapter 1: Understanding UDP Cloud Direct Data Protection 7Introduction 8

How to Set up a UDP Cloud Direct Partner Account 9

How to Add a Customer 10

How to Protect Customer Systems 12

Deploying UDP Cloud Direct Agent 13

Downloading UDP Cloud Direct Agent 14

Installing UDP Cloud Direct Agent 16

Registering UDP Cloud Direct Agent 17

How to Setup UDP Cloud Direct Virtual Appliance 19

Downloading UDP Cloud Direct Virtual Appliance 20

Deploying UDP Cloud Direct Virtual Appliance 21

Registering UDP Cloud Direct Virtual Appliance 23

How to Configure the Backup Task 25

How to Configure the Backup Using UDP Cloud Direct Virtual Appliance 28

How to Enable Disaster Recovery 30

How to Enable Disaster Recovery for VirtualMachine 32

How to Run the Backup Task 34

How to Run the Backup Using UDP Cloud Direct Virtual Appliance 36

How to Use Cloud Recovery 39

Activating systems in the Cloud 40

Connecting to the Cloud 42

Chapter 2: Exploring Tabs 49How to Use Volume Tab 50

How to Use the Usage Tab 52

How to Use the Reports Tab 53

How to Use the Alerts Tab 55

How to Use the Users Tab 56

Using Partner Level Role Types 57

Using Customer Level Role Types 58

Adding a User from the Users Tab 59

Chapter 3: Using PSA Integration 61Chapter 4: Using Branding 63

Chapter 5: Using Billing Tab 65Chapter 6: Using Arcserve Knowledge Base 67Chapter 7: Accessing Release Notes 69

5 UDP Cloud Direct Disaster Recovery Guide (MSP)

Chapter 1: Understanding UDP Cloud Direct Data Pro-tectionThis section contains the following topics:

Introduction 8

How to Set up a UDP Cloud Direct Partner Account 9

How to Add a Customer 10

How to Protect Customer Systems 12

How to Setup UDP Cloud Direct Virtual Appliance 19

How to Configure the Backup Task 25

How to Configure the Backup Using UDP Cloud Direct Virtual Appliance 28

How to Enable Disaster Recovery 30

How to Enable Disaster Recovery for Virtual Machine 32

How to Run the Backup Task 34

How to Run the Backup Using UDP Cloud Direct Virtual Appliance 36

How to Use Cloud Recovery 39

Chapter 1: Understanding UDP Cloud Direct Data Protection 7

Introduction

Introduction

Arcserve UDP Cloud Direct Disaster Recovery solution enables customers to protectand recover on-premises servers in the Arcserve Cloud to guard against potentialdisruptions to their business operations. The solution provides protection for phys-ical and virtual (VMware and Hyper-V) servers running Windows or Linux operatingsystems. With UDP Cloud Direct, customers are able to achieve business continuityby restoring data from the Arcserve Cloud.

The Arcserve UDP Cloud Direct Disaster Recovery solution has three primary com-ponents:

UDP Cloud Direct Agent – lightweight software application that easilyinstalls on a server, and enables the creation of a backup image of theserver. The agent transfers the backup image and subsequent restore pointsto the Arcserve Cloud for off-site protection.

UDP Cloud Direct Portal – web-based interface that enables administrationof server backups and server recovery in the Arcserve Cloud.

Arcserve Cloud – cloud infrastructure managed by Arcserve that protects cus-tomer environments, and serves as a recovery site in the event of a disasteror disruption to a customer’s primary site. With the UDP Cloud DirectDisaster Recovery solution, customers are provisioned resources such as aprivate virtual data center, random access memory (RAM), and external IPaddresses.


How to Set up a UDP Cloud Direct Partner Account

How to Set up a UDP Cloud Direct Partner Account

In order to use UDP Cloud Direct, you need to have a UDP Cloud Direct Partneraccount. If you do not have an existing UDP Cloud Direct Partner account, your Arc-serve Sales Representative will be able to assist you with this process.

Once the process of creating a new UDP Cloud Direct Partner account is initiated,you should receive an email at the email address provided in order to completeaccount setup. Click the link provided in the email and you will be directed to theUDP Cloud Direct Portal where you can specify your new UDP Cloud Direct Partneraccount credentials. When completed, you can navigate to the URL and log into theUDP Cloud Direct Portal using your new credentials.


http://admin.zetta.net/login

How to Add a Customer


When you log into the UDP Cloud Direct Portal with your Partner account cre-dentials, you will be presented with the Customers tab that displays the list of allcustomers and their respective amounts of cloud storage consumed.

To add a new customer, follow these steps:

1. Click in the Customers page.

Add Customer dialog opens.

2. Specify the following details:

Customer Name

Enter name of the company of the customer.

Billing

Specify the billing details as paid customer account or trial account.

Data Backup Location

Select the desired Data Backup Location where you would like to storethe backup data.



3. Click to submit the specified details.

You have added the new customer to the list of customers successfully.


How to Protect Customer Systems


The next step is to protect systems for the new customer. Protecting a customer’ssystem requires deploying the UDP Cloud Direct Agent.

This section contains the following topics:

Deploying UDP Cloud Direct Agent

Downloading UDP Cloud Direct Agent

Installing UDP Cloud Direct Agent

Registering UDP Cloud Direct Agent



Deploying UDP Cloud Direct Agent

A key component of UDP Cloud Direct is the UDP Cloud Direct Agent. This backupagent must be installed on each system that contains data you want to protect inthe Arcserve Cloud.

For VMware virtual environments, you can choose to deploy the UDP Cloud DirectVirtual Appliance. This virtual appliance enables agentless backup of VMware vir-tual machines. The UDP Cloud Direct Virtual Appliance eliminates the need toinstall the backup agent on each individual VMware virtual machine. Steps todeploy the UDP Cloud Direct Virtual Appliance for VMware are described here.



Downloading UDP Cloud Direct Agent

The UDP Cloud Direct backup agent is available from the UDP Cloud Direct Portal.

Follow these steps:

1. Log into the UDP Cloud Direct Portal using your Partner account credentials.

2. Select a customer from the list of available customers.

3. Click the Systems link under the customer name.

4. On the Systems tab, click .

5. From the pop-up window, select download for the appropriate operating sys-tem.



6. Note the file name and location of the downloaded file.

You have downloaded the UDP Cloud Direct Agent successfully.



Installing UDP Cloud Direct Agent

For agent-based protection of system data, the UDP Cloud Direct Agent must beinstalled on each system that you want to protect.

Follow these steps:

1. Locate the downloaded file for the UDP Cloud Direct Agent. If necessary,copy the file to the system the you want to protect.

2. Launch the installer to begin installing the backup agent on the system to pro-tect.



Registering UDP Cloud Direct Agent

After the backup agent is installed on the system, it must be registered with the Arc-serve Cloud. Once the installation completes, you will be prompted to register thebackup agent.

To register UDP Cloud Direct Agent, follow these steps:

1. Once the installation is complete, the registration window opens.

2. At the prompt, enter a name for the system as you want it to appear in theUDP Cloud Direct Portal or keep the default name.

3. Enter the email address and password of your UDP Cloud Direct Partneraccount credentials.

4. Click . The prompt will reappear and request you to select a customerto associate the system.



5. Select the customer from the drop-down menu to associate the system withthe customer.

6. Click again to register the system.

You will be presented with the UDP Cloud Direct Portal showing the systemadded to the Systems tab for the specified customer.

You have registered the UDP Cloud Direct Agent successfully.


How to Setup UDP Cloud Direct Virtual Appliance


For VMware virtual environments, the UDP Cloud Direct Virtual Appliance can bedeployed to enable agentless protection of one or more VMware virtual machines.The virtual appliance eliminates the need to install the UDP Cloud Direct agent oneach virtual machine.


Downloading UDP Cloud Direct Virtual Appliance

Deploying UDP Cloud Direct Virtual Appliance

Registering UDP Cloud Direct Virtual Appliance



Downloading UDP Cloud Direct Virtual Appliance

The UDP Cloud Direct Virtual Appliance is available as a .ova file from the UDPCloud Direct Portal.

To download UDP Cloud Direct Virtual Appliance, follow these steps:


2. Select a customer from the list of available customers.


4. On the Systems tab, click .

5. From the pop-up window, click .

6. Make a note of the file name and directory where you saved the download.

You have downloaded the UDP Cloud Direct Virtual Appliance successfully.



Deploying UDP Cloud Direct Virtual Appliance

Use the VMware vSphere Web Client to deploy the UDP Cloud Direct Virtual Appli-ance into your VMware vSphere environment.

Follow these steps:

1. Launch the VMware vSphere Web Client and log in.

2. In the vSphere Web Client, click on File, and then select Deploy OVF Tem-plate.

3. Click Browse to navigate to the location where you downloaded the .ova file,select the file, click Next >.

4. Proceed through the rest of the setup process until you get to Ready to Com-plete, and then click Finish. The UDP Cloud Direct Virtual Appliance isdeployed. Once completed, click Close.

5. Navigate to Getting Started and select the UDP Cloud Direct Virtual Appli-



ance, and then click Power on the virtual machine.

You have deployed the UDP Cloud Direct Virtual Appliance successfully.



Registering UDP Cloud Direct Virtual Appliance

Once the Virtual Appliance is installed and powered on, you need to register theUDP Cloud Direct Virtual Appliance with the Arcserve Cloud.

Follow these steps:

1. In the VMware vSphere Web Client, navigate to Console tab for the virtualappliance.

2. Enter the default user name zetta, the default password zettazetta, and clickLog In.

3. Enter the user account credentials (email/password) of a user that was cre-ated under the customer account that leverages the virtual appliance, andthen click Continue to vCenter Configuration.

Note: You need to create a user under the customer account to complete thisstep.

4. Enter your vCenter Server address, vCenter Username, and vCenter Pass-word, and then click Complete Configuration.



You should get confirmation that the registration was successfully completed.It could take up to 5 minutes for data to become available in the UDP CloudDirect Portal.

5. Optional step: You can click Change Appliance Password to change the pass-word for your UDP Cloud Direct Virtual Appliance using your current defaultpassword.

You have registered the UDP Cloud Direct Virtual Appliance successfully.


How to Configure the Backup Task


Protecting system data involves creating one or more backup tasks. You need toconfigure the backup tasks configured for systems where the UDP Cloud DirectAgent is installed. When using the UDP Cloud Direct Virtual Appliance, a singlebackup tasks is used to backup up one or more virtual machines.

To create the backup task for a system, follow these steps:


2. Select the customer from the list of available customers.


4. You are presented with the System tab for the customer. You should see thelist of the registered systems. Click on the Configuration link to view thebackup settings for the system.



Backup settings window opens.

5. Click under the Backup Tasks section to create a newtask. In order to leverage UDP Cloud Direct, you must create a WindowsImage Backup backup task.



6. From the pop-up window, click to create thebackup task.

7. Select the disk letter from the drop-down list.

8. Click on the task pop-up screen.

The newly added task appears under the Backup Tasks section.

Note: It is possible to create multiple tasks for each system. It is important tonote that a single schedule applies to all the tasks created for the system.

You have created and configured the backup task successfully.


How to Configure the Backup Using UDP Cloud Direct Virtual Appliance

How to Configure the Backup Using UDP Cloud DirectVirtual Appliance

The UDP Cloud Direct Virtual Appliance allows for the protection of VMware virtualmachines. Once deployed, the virtual appliance will discover all the virtualmachines associated with the specified VMware vCenter server. The deployed vir-tual appliances and the discovered virtual machines will be listed on the VMwaretab for a customer.

To configure the UDP Cloud Direct Virtual Appliance to backup VMware virtualmachines, follow these steps:



3. Click the VMware link under the customer name.


How to Configure the Backup Using UDP Cloud Direct Virtual Appliance

You are presented with the VMware tab for the customer. You will see a listof the registered UDP Cloud Direct Virtual Appliances.

4. Click the desired UDP Cloud Direct Virtual Appliance from the list. The virtualmachines visible to the Virtual Appliance are listed.

5. Click for each virtual machine that you want the UDP CloudDirect Virtual Appliance to backup. Once enabled for backups, the virtualmachine will appear listed on the Systems tab.

You have configured the backup using UDP Cloud Direct Virtual Appliance suc-cessfully.


How to Enable Disaster Recovery


Once the Windows Image Backup task is properly configured, then you can enableUDP Cloud Direct Disaster Recovery for the system. This will protect the system sothat a virtual instance can be powered on in the Arcserve Cloud.

To enable disaster recovery, follow these steps:




You are presented with the Systems tab for the customer. You should see alist of the registered systems.

4. Click for the desired system.



5. Specify the amount of Random Access Memory (RAM) that you would like thevirtual instance of the system to have when it is run in the Arcserve Cloud.

6. Specify the appropriate Microsoft licenses if known.

7. Click .

8. Click on the acknowledgment pop-up screen.

Note: After disaster recovery is enabled for the system, you should noticethat the indicator showing that Disaster Recovery is enabled for the system.

You have enabled the Disaster Recovery successfully.


How to Enable Disaster Recovery for Virtual Machine


The UDP Cloud Direct Virtual Appliance enables agentless protection for VMwarevirtual machines. Once deployed, the virtual appliance will discover all the virtualmachines associated with a specified VMware vCenter server. In Virtual machinesthat have backups enabled, you can enable the disaster recovery protection.

To enable disaster recovery for protected VMware virtual machines, followthese steps:




You are presented with the Systems tab for the customer. You should see alist of the registered systems and protected virtual machines.



4. Click for the desired virtual machine.

5. Specify the amount of Random Access Memory (RAM) that you would like thevirtual instance of the system to have when it is run in the Arcserve Cloud.

6. Specify the appropriate Microsoft licenses if known.

7. Click .

8. Click on the acknowledgment pop-up screen.

Note: After disaster recovery is enabled for the virtual machine, you shouldnotice that the indicator showing that Disaster Recovery is enabled for the vir-tual machine.


How to Run the Backup Task


The data of a system is not protected until the backup tasks have run at least once.The backup tasks configured for a system will run according to the configuredschedule. It is also possible to initiate the backup tasks to run manually.

To manually initiate the backup tasks of a system to run, follow these steps:




You are presented with the Systems tab for the customer. You will see a listof the registered systems.

4. Click on the Configuration link to view the backup settings for the system.



Backup Settings window opens.

5. Click to manually start all the backup tasks configured for thesystem. The tasks will also run according to the configured schedule. The con-figured schedule applies to all tasks configured for the system.

Note: To manually start a backup, you can click for the system onthe Systems tab.

You have started the backup task successfully.


How to Run the Backup Using UDP Cloud Direct Virtual Appliance

How to Run the Backup Using UDP Cloud Direct Vir-tual Appliance

The UDP Cloud Direct Virtual Appliance will perform a backup of all its associatedvirtual machines where backup has been enabled. The virtual appliance will per-form that backups according to the configured scheduled or backups can be manu-ally initiated.

To initiate the virtual appliance to backup all enabled virtual machines manu-ally, follow these steps:






You are presented with the VMware tab for the customer. You will see a listof the registered UDP Cloud Direct Virtual Appliances.

4. Click the desired UDP Cloud Direct Virtual Appliance from the list. The virtualmachines visible to the Virtual Appliance are listed.

5. Expand the Configuration section for the selected Virtual Appliance.

6. Ensure that the virtual appliance is backing up the virtual machines to thedesired volume.



7. Click to initiate the UDP Cloud Direct Virtual Appliance tobackup all of its associated virtual machines for which backups have beenenabled.

You have started the backup using UDP Cloud Direct Virtual Appliance successfully.


How to Use Cloud Recovery


A key benefit of UDP Cloud Direct Disaster Recovery is providing the ability for cus-tomers to run virtual instances of protected systems in the cloud in the event that adisaster impacts their On-premises environment. The process of powering on vir-tual instances of servers in the cloud and leveraging the cloud as a recovery site isoften referred to a Failover.

About Failover

The Failover process involves all the steps necessary to ensure that a customer canleverage the cloud as they would their On-premises environment to continue run-ning their critical business operations. Important aspects of the failover processinclude powering on virtual instances of protected systems in the cloud andenabling secure connectivity to the recovered environment.

The UDP Cloud Direct Disaster Recovery solution enables the administration of thefailover process through the Disaster Recovery tab of the UDP Cloud Direct Portal.


Activating systems in the Cloud

Connecting to the Cloud



Activating systems in the Cloud

To access the Disaster Recovery tab, follow these steps:




4. Under the Idle VMs section, click Activate to initiate the activation of a vir-tual instance of a protected system in the cloud.



5. Select the desired restore point from the drop-down list.

6. Click button to power on the virtual instance in the cloud.

Note: Once activated, the virtual instance will appear in the listed ActiveVMs section, along with information about the virtual instance and admin-istrative buttons.

You have activated the system in Cloud successfully.



Connecting to the Cloud

There are multiple options for securely connecting to the Arcserve Cloud in orderto leverage the virtual instances of recovered servers.


How to Connect to Remote Console

How to Connect to Point to Site VPN

How to Connect to Site to Site VPN

How to Failback an Activated Virtual License



How to Connect to Remote Console

A remote console can be established with a single virtual instance running in theArcserve Cloud. A remote console connection enables a user to access a virtualinstance running in the cloud using the remote desktop protocol.

To establish a remote console connection with an activated virtual instancefrom the Disaster Recovery tab, follow these steps:

1. Click for the activated system to download the remotedesktop protocol (.rdp) file.

2. From the Login Credentials pop-up window, click the Show link to reveal thepassword required for the connection.

3. Launch the downloaded remote desktop protocol (.rdp) file.

4. Click the Connect button in the RemoteApp program dialog box.

5. Enter the password from the Login Credentials pop-up window into the Win-dows security dialog box.

6. Click OK to initiate the remote console connection. A web browser windowshould appear with the login screen of the virtual instance.



7. Click Yes when asked Do you want to connect despite certificate errors.

8. Click at the top of the browser window.

9. Enter the Windows credentials for the virtual instance.

Note: The Windows credentials are same for the on-premises system at thetime of the restore point.

You have connected to the remote Console successfully.



How to Connect to Point to Site VPN

A Point to Site connection enables a secure virtual private network (VPN) con-nection between a single client machine and the virtual private data center in theArcserve Cloud. Such a connection would enable an end user at a coffee shop toestablish a secure private connection to the recovered environment in the cloud. Itis important to note that a separate connection would be needed if the end useralso required access to systems that were still available in the On-premises envir-onment. The On-premises systems would not be able to communicate with therecovered systems in the cloud using the Point to Site connection.

The instructions to establish a Point to Site connection is available on the DisasterRecovery tab in the Connect Point-to-Site dialog box.



How to Connect to Site to Site VPN

A Site to Site connection enables a secure virtual private network (VPN) connectionbetween an externally accessible IP address of an On-premises environment andthe virtual data center in the Arcserve Cloud. This type of connection would elim-inate the need for end user to establish a Point to Site VPN connection. With a Siteto Site connection, systems in the on-premises environment would be able to com-municate with recovered systems in the cloud.

A Site to Site connection enables the ability to offer IP Takeover functionality. IPTakeover makes it possible for a virtual instance running in the cloud to assume theIP address of a failed On-premises system. When other On-premises systems orapplications need to communicate with the failed On-premises system, the requestwill be forwarded to the virtual instance running in the cloud.

Arcserve offers the UDP Cloud Direct Virtual Network Appliance to help establish aSite to Site connection. This virtual network appliance runs as a virtual machine inVMware vSphere, Microsoft Hyper-V, and Oracle VirtualBox environments. Oncethe virtual network appliance is deployed, the process of establishing a Site to Siteconnection can be completed on the Disaster Recovery tab of the UDP Cloud DirectPortal.



How to Failback an Activated Virtual License

The Failback process involves all the steps necessary to recover an On-premisesenvironment following a disaster by leveraging virtual instances of systems runningin the cloud. UDP Cloud Direct Disaster Recovery enables customer to failback vir-tual instances from the Arcserve Cloud through the UDP Cloud Direct Portal. Thefailback process occurs over three iterations. First, a snapshot of the activated vir-tual instance is taken and then downloaded. Second, another snapshot of the activ-ated virtual instance is taken, and only the differences between the two snapshotsare downloaded. Finally, the activated virtual instance will be shut down so that afinal snapshot can be taken and the remaining differences can be download. Oncethe download is complete, the resulting disk image can be used to create a virtualmachine in the On-premises environment.

To failback an activated virtual instance, follow these steps:





3. Click the Disaster Recovery link under the customer name.

4. Click for an activated virtual instance.

5. Select a destination system from the drop-down list to download iterativesnapshots of the disk image of the activated virtual instance.

6. Specify a path on the destination system.

7. Specify the desired format for the disk image file that will be downloaded.

8. Enter the password of your account credentials.

9. Click to begin the failback process. An email notification is sentwhen it is time for the final step of the process. The progress of the failbackprocess will be displayed on the Disaster Recovery tab.

10. To initiate the final step of the download process, click

for the activated virtual instance.

Note: Upon completion, a disk image file is available in the specified format,in the specified location, on the specified destination system. The disk imagefile is used to create a virtual machine in the On-premises environment aspart of the process of recovering the On-premises environment.


Chapter 2: Exploring TabsThe UDP Cloud Direct solution protects the data of On-premises systems in the Arc-serve Cloud. Within the Arcserve Cloud, the system data is stored in volumes. Thereare a few different types of volumes including Normal and ZeroCopy (for DisasterRecovery), and each volume is identified by its name, retention policy, and Arc-serve data center location.


How to Use Volume Tab 50

How to Use the Usage Tab 52

How to Use the Reports Tab 53

How to Use the Alerts Tab 55

How to Use the Users Tab 56

Chapter 2: Exploring Tabs 49

How to Use Volume Tab


The Volumes tab lists details of the volumes associated with a customer. On thistab, it is possible to rename the volume, as well as change its retention policy. It isalso possible to request that a new volume be created.

To create a new volume, follow these steps:

1. Click .

2. Specify a name for the new volume.

3. Specify a data center location.

4. Specify the retention policy for the volume.

5. Click .

Note: The new volume request is received and processed by the ArcserveTeam. After the request is successfully processed, the new volume will



appear among the list on the Volumes tab. The new volume is available as adestination for configured backup tasks.

You have created the new volume successfully.


How to Use the Usage Tab

How to Use the Usage Tab

The Usage tab provides a visual display of the storage being used to protect systemdata of a customer in the Arcserve Cloud over a period of time. There is a graph foreach volume that can viewed by Day, Month, or Year for the present time, or atime period in the past. Storage usage for a particular date and time may beviewed by moving the mouse over the graph. Additional usage data for a specificvolume can be viewed by clicking on the volume name.


How to Use the Reports Tab


The Reports tab lists the available types of reports and alerts. Each report type canbe configured for scheduled delivery, or can be generated On Demand. Each alerttype will send an email notification when the specified event occurs. Multipleinstances of each report and alert can be created. The number of each report andalert type that is configured is displayed.

All reports are delivered through email, and all except the Daily Digest report aredelivered with a Comma Separated Value (CSV) file attached that contains jobdetails.

Reports and alerts can be generated to include all systems, or only selected sys-tems.

It is possible to configure reports and alerts at the Partner level and/or at the cus-tomer level.

To create a report, follow these steps:

1. Click on the desired report type.

2. Click on to create a new instance of the report.

Note: Clicking generates a report that is delivered as soon aspossible to the email address of the current user.

3. Configure the report by providing a report name, the delivery time, the deliv-ery frequency, report recipients, and the protected systems to include in thereport.



4. Click to create an instance of the report.

You have created the report successfully.


How to Use the Alerts Tab

How to Use the Alerts Tab

To create an alert, follow these steps:

1. Click on the desired alert type.

2. Click to create a new instance of the alert.

3. Configure the alert by providing a name, specifying the criteria, specifyingthe recipients, and specifying the protected systems for which to generatethe alert.

4. Click to create an instance of the alert.

You have created the alert successfully.


How to Use the Users Tab


The Users tab allows you to manage the users who can access the UDP Cloud DirectPortal. Users may be configured at the Partner level or at the customer level.


Using Partner Level Role Types

Using Customer Level Role Types

Adding a User from the Users Tab



Using Partner Level Role Types

A user may be added to the account and given a particular role. Each role providesdifferent access rights and administrative capabilities. The user role types are as fol-lows:

Partner Admin – users have all privileges including system, volume, user,and support ticket management.

Partner Group Admin – users have privileges for select group of accountsincluding system, user, and support ticket management. They may alsoaccess and recover the data stored by systems of the accounts they manage.

Partner Sales – users are restricted to account management (adding, remov-ing and converting) and support ticket management.



Using Customer Level Role Types

A user may be added to the account and given a particular role. Each role providesdifferent access rights and administrative capabilities. The user role types are as fol-lows:

Admin – users have all privileges including system, volume, user, and sup-port ticket management. They may also access and recover the data storedby every system in their organization

Billing – users may view invoices and manage an organization’s paymentinformation. They may also create and edit support tickets and view an organ-ization’s retention information (For example, usage, volume retention).

Storage – users are allowed to manage storage details (For example, volumeretention, manual restore points) and create and edit support tickets.

Restore – users may access and recover the data stored by systems for whichthey been granted access and the ability to manage support tickets.



Adding a User from the Users Tab

To add a user from the Users tab, follow these steps:

1. Click .

2. Enter email address for the new user.

3. Enter First name of user.

4. Enter Last name of user.

5. Select the desired role for the user.

6. Click to save the new user.

Note: An email is sent to the new user to verify the email address and completethe process. Upon receiving the email, the user will create their account cre-dentials.

You have added the user from the Users tab successfully.


Chapter 3: Using PSA IntegrationUDP Cloud Direct Data Protection supports integration with Autotask and Con-nectWise PSA solutions. Integration is configured through the PSA Integration tab.

Chapter 3: Using PSA Integration 61

Chapter 4: Using BrandingUDP Cloud Direct Portal supports branding of the name and email address foremails delivered to customers. It is also possible to specify the URLs to view logsand configure the backup agent.

Chapter 4: Using Branding 63

Chapter 5: Using Billing TabThe Billing tab provides information regarding invoices and payment informationfor the UDP Cloud Direct Partner Account.

Chapter 5: Using Billing Tab 65

Chapter 6: Using Arcserve Knowledge BaseArcserve Knowledge Base provides a repository of product documentation and help-ful articles. You can search on key terms, and will be presented with related inform-ation to provide help and guidance.

Chapter 6: Using Arcserve Knowledge Base 67

https://arcserve.zendesk.com/hc/en-us/categories/115000884543

Chapter 7: Accessing Release NotesThe Release Notes provide information on new features and functionality added tothe product. The release notes may be found by clicking on the icon.

Chapter 7: Accessing Release Notes 69

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